Learn how to create a template to ensure consistency across your organisation and to save time.
Easily streamline repetitive tasks by creating custom templates of your forms.
Templates let you prefill common areas of a form (e.g. standard commission, marketing costs etc.) as well as add files and annexures (e.g. a cover page). These templates are then available for any user in your organisation, creating consistency and saving time.
Templates can be created by anyone in the organisation for everyone to use, as well as private templates that only the creator and admins have access to.
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
- Start by clicking ‘Create template’ to begin making a new form template.
2. Open the category dropdown to choose what type of template you want to create.
3. Here we’ll select ‘Property Sales’ .
4. Click the form dropdown to select which property sales form the template will be based on.
5. We’ll choose the ‘PO Form 6 + REIQ Residential Sales Schedule & Terms’.
6. Proceed by clicking ‘Next’ after selecting your form and category.
7. By default, the word ‘Template’ will be added to the start of the form name. Name it as you wish and click ‘Create template’.
8. The form edit screen opens as it does with a normal form. Here you can fill in the fields that you want to be prepopulated whenever this template is used.
9. As an exampe we could fill in the agency’s standard commission rate and terms to save team members manually adding this each time they start this form.
10. Once you’ve filled in the relevant fields, click ‘Save Form’.
11. Annexures and other pages can also be added to templates (eg. cover pages, marketing cost breakdown etc).
12. This form is now available as a template, as demonstrated by the ‘Template’ status chip.
13. Edit the template as you would a normal form by clicking ‘Edit template’.
14. To start a new form using your template, click the ‘Create Form’ button.
15. Select ‘Template’ to ensure your new form is based on a previously saved template rather than a blank form.
16. Open the template dropdown.
17. Here is the newly createded template. Proceed with the form as you would any other, with the benefit that it is already partially filled out.
18. Templates are added to the dashboard, recognisable by the purple ‘Template’ status chip.
